ClientWhys training will make you better prepared for tax season.

ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, relief and foreclosure, and the constant line up of new provisions each year. We will cover it all; provisions that have been modified, will expire, or have been extended; new provisions that will become effective over the next few years; and all the recent updates that you and your clients need to know to make the best decision for their situation.


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2015 Enrolled Agent (EA) 24-Hour Bundle

$ 96.00

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B215CPE - 2015 The Big Book of Taxes With 24 Hours CPE

$ 129.00

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CPE00615 - Circular 230 Compliance Issues - 2 Hours CPE

$ 25.00

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CPE06315 - 2014-2015 Federal Tax Update - 3 Hours CPE

$ 45.00

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CPE07015 - 2015 California Differences - 5 Hours CPE

$ 50.00

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The Tax Professionals Blog

Record of Completion Deadline Approaching – VERY IMPORTANT!

As we emphasized during last year’s ClientWhys fall seminars, effective for tax returns and claims for refunds prepared and signed after Dec. 31, 2015, the limited right to represent clients before the IRS held by non-credentialed preparers, including California Registered Tax Preparers (CRTPs), will only be accorded to those preparers participating in the IRS Annual Filing Season Program and who obtained their annual Record of Completion. 

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Tax Extender: Teacher $250 Above the Line Deduction

Background: This provision, which has been available since 2002 and through 2014, allows teachers and eligible educators, grades kindergarten through 12, to take an above the line deduction, up to $250 for expenses that would otherwise qualify as employee business expenses under Code Sec 162. U

Under the legislation (Act Sec 104): 

  • This deduction is made permanent.
  • The $250 is inflation adjusted in years after 2015.
  • Qualified expenses include professional development expenses

TIP: Remember, if properly documented as a non-cash charitable contribution, the teacher’s expenses can generally be treated as a charitable contribution, although a charitable donation will require the teacher to itemize their deductions.

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Tax Extender: Earned Income Tax Credit (EITC)

Background: The EITC for three or children, with 45% credit rate and maximum credit of $6,269 was a temporary increase sun setting after 2017 (Sec 32(b)(3).

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